Foundation Adventurous Portfolio

Aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.

The Foundation Adventurous Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.

The equity element of the portfolio will not exceed 85%.

The chosen passive index tracking funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals and cash.

The Foundation Adventurous Portfolio is benchmarked against the average performance of the IA Mixed Investment 40% -85% Equity Sector.

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